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Mattson Financial Services’s Prudential Financial PRU Stock Holding History

Mattson Financial Services’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.42M Buy
12,013
+2,459
+26% +$250K 0.3% 95
2026
Q1 		$933K Buy
9,554
+660
+7% +$68.4K 0.22% 119
2025
Q4 		$1M Sell
8,894
-3,225
-27% -$346K 0.23% 115
2025
Q3 		$1.26M Buy
12,119
+9,183
+313% +$967K 0.3% 93
2025
Q2 		$315K Buy
+2,936
New +$304K 0.09% 146

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mattson Financial Services's PRU Position: Q2 2026 in Review

Mattson Financial Services increased its Prudential Financial (PRU) stake by 26% in Q2 2026, buying an estimated $250K and bringing the position to 12,013 shares worth $1.42M. The position accounts for 0.3% of the portfolio, ranked #95.

Mattson Financial Services first reported a position in PRU in Q2 2025 and has held it in 5 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Mattson Financial Services held 12,013 shares of Prudential Financial worth $1.42M as of Q2 2026.
  • Mattson Financial Services bought 2,459 Prudential Financial shares in Q2 2026, an estimated $250K.
  • Prudential Financial made up 0.3% of Mattson Financial Services's portfolio in Q2 2026, its #95 holding.
  • Mattson Financial Services first reported a position in Prudential Financial in Q2 2025 and has held it in 5 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.